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MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024
Location:
Ottawa
Description:
Requisition ID: 190600 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial - Client Reporting Administrator - Internship/Co-Op Summer 2024 (4 months: May- August) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success. Reporting directly to the Manager, Estate & Trust Administration, the Reporting Administrator will perform various administrative duties to facilitate the receipt, scanning & mailing of client correspondence and regulatory client reports such as confirmation slips, duplicate statements, duplicate tax slips, and prospectuses. Prepping, scanning and indexing of legal and non-legal documents, sorting and distribution of daily mail, responding to email inquiries related to these tasks. The incumbent will work in conjunction with other members of the Essential Services Team to deliver the highest standard of quality service and to support our internal and external staff. Is this role right for you? In this role, you will: Prep, scan and index new wills, Estate, Trust & POA’s Respond to email inquiries from internal and front office staff Distribute, sort, scan and file daily mail Manage client correspondences Respond to requests for cheques, tax, and confirmation slips. Other duties as assigned Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if: All interested applicants must be enrolled in a program with a post-secondary educational institution. Computer skills including proficiency in MS Word, MS Excel and MS Outlook Experience in a client service environment,. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 23 2023 on ListedBuy
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More About this Listing: MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024
MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024 is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024 by searching Oodle for Clerical Administrator Jobs.
MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024 is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like MD Financial - Client Reporting Administrator - Internship/Co-op - Summer 2024 by searching Oodle for Clerical Administrator Jobs.